FA
ED icon

FMA Advisory’s Consolidated Edison ED Stock Holding History

FMA Advisory’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,811
Closed -$219K – 152
2018
Q2 		$219K Buy
2,811
+6
+0.2% +$458 0.1% 136
2018
Q1 		$219K Buy
2,805
+4
+0.1% +$311 0.11% 137
2017
Q4 		$238K Buy
+2,801
New +$241K 0.11% 138
2017
Q3 		– Sell
-3,045
Closed -$246K – 135
2017
Q2 		$246K Sell
3,045
-272
-8% -$22K 0.13% 101
2017
Q1 		$258K Buy
+3,317
New +$249K 0.13% 131
2015
Q2 		$194K Buy
+3,357
New +$203K 0.12% 116
2013
Q4 		– Sell
-4,916
Closed -$271K – 132
2013
Q3 		$271K Sell
4,916
-52
-1% -$3K 0.11% 153
2013
Q2 		$290K Buy
+4,968
New +$298K 0.12% 146

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

FMA Advisory's ED Position: Q3 2018 in Review

FMA Advisory sold out of Consolidated Edison (ED) in Q3 2018, closing a stake of 2,811 shares — an estimated $219K sold.

FMA Advisory first reported a position in ED in Q2 2013 and held it in 8 quarters. The position peaked at $290K in Q2 2013. 838 funds tracked by Wall St. Rank hold ED as of Q3 2018.

  • FMA Advisory reported no remaining Consolidated Edison position as of Q3 2018 after selling out during the quarter.
  • FMA Advisory sold 2,811 Consolidated Edison shares in Q3 2018, an estimated $219K.
  • FMA Advisory first reported a position in Consolidated Edison in Q2 2013 and held it in 8 quarters.
  • FMA Advisory's Consolidated Edison position peaked at $290K in Q2 2013.
  • 838 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2018.

Based on FMA Advisory's 13F filing for Q3 2018, filed 12 Apr 2021.